Peggy Faulkner, NSSA® Advisor · Salem, OR
Peggy Faulkner
Retirement Planner, North Star Retirement LLC
Professional Profile
Peggy Faulkner is a dedicated Retirement Planner at North Star Retirement LLC, located in Oregon. With a passion for numbers and a love for helping people, Peggy is committed to guiding clients toward their retirement dreams through personalized financial strategies. She understands the complexities of retirement planning and offers insights that can save clients thousands, especially when it comes to making informed decisions about Social Security. "I always tell my clients to run their numbers," says Peggy, emphasizing the importance of a tailored approach to financial planning.
Unlike many financial professionals motivated by selling products, Peggy prioritizes her clients’ needs and focuses on crafting the best financial solutions for their unique situations. She is licensed to provide health and life insurance, including annuities, ensuring a comprehensive approach to retirement planning. Whether you’re preparing for retirement or looking to optimize your Social Security benefits, Peggy’s expertise and genuine care for her clients make her a trusted advisor in the community.
As a holder of the NSSA® Social Security certification, Peggy Faulkner brings specialized knowledge of Social Security planning to every client relationship.
Outside of her professional life, Peggy enjoys quality time with her family, including her daughter Sheena, son Jase, and grandchildren, Jack and Charlie. Her love for adventure drives her to travel worldwide, and her compassionate spirit shines through in her dedication to rescuing animals, evident in her care for her four rescue cats: Nemo, Jinkx, Ash, and Squeaky. With Peggy Faulkner by your side, you can confidently navigate your retirement planning journey.
Disclosure
We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product. Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured. The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation.
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